Wp Carey shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wp Carey
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Quarterly reported holdings in Wp Carey by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 155k | 64.81 |
| 2023-09-30 | $8.6M | 159k | 54.08 |
| 2023-06-30 | $5.5M | 81k | 67.56 |
| 2023-03-31 | $12M | 153k | 77.45 |
| 2022-12-31 | $24M | 276k | 85.01 |
| 2022-09-30 | $22M | 272k | 79.06 |
| 2022-03-31 | $17M | 214k | 80.77 |
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